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Branch Automation

Platform Transfer Module | Premier Insight Teller | Premier Platform | Transaction Management System

Platform Transfer Module

The Platform Transfer Module (PTM) quickly and effortlessly assimilates account information from account origination or compliance systems into the Premier system. The manual effort required to re-enter new account information in Premier is eliminated.

Loan and Deposit accounts are automatically established and, if necessary, are accompanied by portfolio, line, and addenda information.

If a portfolio already exists, new accounts are automatically attached to an existing portfolio. New loans with a line are automatically attached to an existing line.

Information transferred from origination systems includes:

Portfolio customer information
Line information
Note codes, payment schedules, scheduled rate, payment and escrow changes, charges, deferred fees and costs, status information and note renewals
Note cosigner, collateral and tickler addendas
Service charges, maintenance fees, and statement cycles.

Premier Insight Teller

Premier Insight Teller provides quick access to the customer’s entire portfolio, inclosing checking and savings accounts, loans and certificates of deposit. With desktop access to this comprehensive up-to-the-minute information, your tellers can quickly process requests and answer customers questions.

Premier Platform

Premier Platform is an enterprise-wide new account automation system. Customized workflows keep customer service representatives (CSRs) on target with proven methods that provide results. Premier Platform creates the foundation for a strong sales culture by introducing cross-selling opportunities to the account opening process. In a constantly changing and increasingly sales-driven environment, Premier Platform provides you with the right tools to succeed.

Transaction Management System

Using secured templates, the Transaction Management System makes entering a non-cash transaction as easy as the point and click of the mouse. Using these templates the financial institution is able to control the transaction codes used, ensure accurate account numbers are accessed and default transaction descriptions.